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DHL Wealth Management

Administrative Assistant

DHL Wealth Management, Richardson, Texas, United States, 75080

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DHL Wealth Management helps clients approach retirement with confidence through personalized planning. The company is committed to promoting freedom in retirement, enabling clients to enjoy more travel, better healthcare options, and meaningful time with loved ones. With a clear focus on understanding individual goals and current financial situations, DHL Wealth Management creates tailored plans to guide clients toward their desired future. Their mission is to empower individuals to navigate their financial journeys with clarity and security.

Role Description We are seeking a motivated and detail-oriented Administrative Assistant for a full-time, on-site role located in Richardson, TX. This role involves providing comprehensive administrative support to ensure smooth daily operations. Responsibilities include scheduling meetings, managing correspondence, maintaining records, handling clerical tasks, and supporting executives with administrative requirements. This position is ideal for someone with strong organizational skills and a proactive approach to problem-solving.

Qualifications

Administrative Assistance and Executive Administrative Assistance skills to provide organized support across various tasks

Strong Communication and Phone Etiquette skills to interact effectively with colleagues, clients, and external partners

Proficiency in Clerical Skills, including data organization, record maintenance, and document preparation

Ability to multitask, prioritize, and manage time effectively

Proficiency in office software tools and familiarity with administrative technology

A high school diploma or equivalent; additional education or certifications in administrative fields is a plus

Prior experience in a similar role is preferred but not mandatory

Ability to travel (approx 4x a year, all expenses paid)

Past experience supporting and managing executives schedules

Comfortability attending Seminars and events with high volume guests count

Additional Information This is a full time 1099 salary position. We currently do not offer health insurance or 401k matching. Tuesday and Thursday bi-weekly will be late night work nights due to us running events at various venues. 9am-4pm will be a typical work day. With bi-weekly Tuesday and Thursday’s 12:30pm-8pm.

Compensation $40k-60k Dependent upon experience. Additional Performance Bonuses can total up to $10k.

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative

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